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iShares Lehman 1-3 Year Treas.Bond shares owned by Fortis Group Advisors

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Fortis Group Advisors from 13F filings

Historical chart of Fortis Group Advisors investment in iShares Lehman 1-3 Year Treas.Bond

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All positions including iShares Lehman 1-3 Year Treas.Bond held by Fortis Group Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $269k 3.2k 82.96
2025-06-30 $5.6M 68k 82.86
2025-03-31 $6.4M 77k 82.73
2024-12-31 $6.6M 81k 81.98
2024-09-30 $8.1M 98k 83.15
2024-06-30 $7.6M 94k 81.65
2024-03-31 $17M 212k 81.78
2023-12-31 $3.1M 38k 82.16
2023-09-30 $3.1M 38k 82.16
2023-06-30 $2.8M 35k 81.08
2023-03-31 $3.1M 38k 82.18
2020-09-30 $53M 611k 85.96